Portfolio Trading Analyst - Hybrid (4 days in office)

Hightower Advisors; New York (NY); Hybrid; USD 85.000 - 95.000; Vollzeit

Benefits dieser Stelle

Hybrid work schedule (minimum of 4 in-

401k matching plan

HSA employer contributions

Paid parental leave (16 weeks)

Fitness/health benefits

Zusammenfassung

Hightower Advisors in the United States is seeking a skilled Overlay/Trading Operations professional to optimize client portfolios and ensure execution accuracy. You will rebalance according to investment policies and coordinate with portfolio managers and custodians.

Requirements include 2–5 years in trading or portfolio operations, hands-on experience with OMS/EMS, and a finance-related degree. The role offers a hybrid in-office schedule with competitive base salary and discretionary bonus.

Qualifikationen

• 2–5 years in trading or portfolio operations, execution, or overlay/centralized portfolio management.
• Hands-on experience with OMS/EMS, TAMP platforms, portfolio optimizers, and trade blotter workflows.
• Bachelor’s in Finance, Economics, Mathematics, Engineering, or related; advanced degree a plus.

Aufgaben

• Overlay management: rebalance portfolios to policy, generate trades per risk, cash and tax rules.
• Trade Execution: oversee transmission of rebalance orders to custodians, ensure timely allocations.
• Cash Management: process cash requests and track settlement cycles for distributions.
• Reconciliation & Compliance: daily reconciliations, manage exceptions, produce audit trails and tax summaries.
• Cross-functional Support: liaise with advisors, portfolio managers, compliance, custodians, and vendors.

Kenntnisse

Trading experience

OMS/EMS

SQL

Excel

Communication

Ausbildung

Bachelor's in Finance

Tools

OMS/EMS

TAMP platforms

Trade blotter

Jobbeschreibung

Hightower Advisors in the United States is seeking a skilled Overlay/Trading Operations professional to optimize client portfolios and ensure execution accuracy. You will rebalance according to investment policies and coordinate with portfolio managers and custodians.

Requirements include 2–5 years in trading or portfolio operations, hands-on experience with OMS/EMS, and a finance-related degree. The role offers a hybrid in-office schedule with competitive base salary and discretionary bonus.